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JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JPMorgan US Large Cap Core Plus R6
Price$22.13
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JLPYX vs VTSMX Comparison Chart
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JLPYX vs. VTSMX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JLPYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLPYX (2.56B). VTSMX pays higher dividends than JLPYX: VTSMX (1.26) vs JLPYX (0.21). JLPYX was incepted earlier than VTSMX: JLPYX (7 years) vs VTSMX (32 years). JLPYX is a more actively managed with annual turnover of: 99.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLPYX: VTSMX (3000) vs JLPYX (15000000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. JLPYX (19.65). VTSMX return over 5 years is better than : 85.64 vs. JLPYX (-9.26).
| JLPYX | VTSMX | JLPYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 23.316 | 18.617 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.21 | 1.26 | 17% |
| Returns for 1 year | 19.65 | 31.53 | 62% |
| Returns for 3 years | -23.58 | 25.35 | -93% |
| Returns for 5 years | -9.26 | 85.64 | -11% |
| Returns for 10 years | N/A | 187.59 | - |
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